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            Organize Insurance Attributes with Categories

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            Organize Insurance Attributes with Categories

            Attribute categories are optional, but they help organize large sets of attributes into meaningful groups. For example, you can group First Name, Last Name, Age, Gender, and Marital Status under a category called Personal Information. This makes it easier to manage and assign attributes to product classifications.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions of Digital Insurance with Digital Insurance Product Admin Add On, Digital Insurance Group Benefits AddOn, Digital Insurance Group Enrollment AddOn,Digital Insurance Group Benefits Customer Community AddOn, and Digital Insurance Group Benefits Partner Community AddOn licenses
            User Permissions Needed
            To create group benefits product model Product catalog management administrator
            1. From the App Launcher, find and select Attribute Categories.
            2. In the list view, click New.
            3. In the New Attribute Category window, enter these field values:
              • Name: Personal Information
              • Code: PersonalInfo
              • Description: Demographic details for members
            4. Save your changes.
            5. Navigate to the Related tab.
            6. In the Attributes section, click Assign.
            7. Search for and select attributes such as First Name, Last Name, Age, Gender, Marital Status, Smoker Status, and click Assign.

            Repeat the same procedure for other attribute categories.

            Attribute Category Attributes
            Contact Information
            • E-Mail
            • State
            • City
            • Contact Number
            In-Network Coverage Terms
            • Room Rent Limit
            • ICU Fees
            • In-Network Limit
            • In-Network Deductible
            • In-Network Copay
            • In-Network Coinsurance
            Out-Network Coverage Terms
            • Out-Network Room Rent Limit
            • Out-Network ICU Fees
            • Out-Network Limit
            • Out-Network Deductible
            • Out-Network Copay
            • Out-Network Coinsurance
            Summary Reference Record
            • Group Census Group Class Summary Name
            Summary Information
            • Part Time Member Count
            • Full Time Member Count
            • Member Without Dependent Count
            • Member With Spouse Count
            • Member With One Child Count
            • Member With More Than Two Children Count
            • Member With More Than One Child Count
            • Member With Dependent Count
            • Total Members
            • Total Dependents
            • Number of Primary Members
             
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            Salesforce Help | Article